Importing from Other Business Software Programs into DaySmart Business Software

DaySmart business software allows you to import a list of clients, employees, products, services, gift certificates and suppliers that were created using another program (such as another database program). A separate text file for each list of information (clients, employees, products, services, and/or suppliers) that is being imported is required. Each file must be saved in any one of the following formats:

Tab deliminated file, .txt
Comma separated value file, .csv
Word file, .doc
Excel file, .xls

If you are unable to save your information in one of the above formats, there is approximately an 80% chance we can extract your information from your current database (if it is in a Windows format). We cannot extract information from DOS databases.

The following information can be imported:

Clients

Name
Address
City
State
Zip
Gender
Client/Patient history notes
Home phone number
Work phone number
Cell phone number
Comment
E-Mail address
History
Class and category
Referral
Birthday

Employees

Name
Address
City
State
ZIP
Home phone number
Comment
Gender
Social Security Number
E-Mail address
Date of hire
Date of birth

Products

Product ID or SKU number
Name
Backbar amount
Backbar item status
Make
Size
Wholesale
Retail
Taxable
Vendor
Stock count
Reorder point
Reorder quantity
On order
Re-ordered status
Date put on order
Auto reorder date

Services

Service ID
Name
Backbar amount
Retail
Duration of services (length of time it takes for this service in minutes)
Taxable

Suppliers

Supplier ID
Contact's first name
Contact last name
Address
City
State
ZIP
Phone
E-Mail address
Items purchased
Comment
Supplier history
Total spent